Andrew Atchison (CRD# 4965432) is an Investment Advisor Representative working at Lpl Financial LLC in New Albany, IN and has over 17 years of experience in the finance industry.
CRD# 6729610
Lpl Financial LLC
CRD# 4035401
Ameriprise Financial Services, LLC
CRD# 6656510
Brookstone Financial
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial, LLC | New Albany, IN | Aug 2014 - Current | 9 |
| Park Community Credit Union | Louisville, KY | Aug 2014 - Mar 2017 | 2 |
| Self-employed | Louisville, KY | Oct 2013 - Aug 2014 | < 1 |
| Securities America, Inc. | Louisville, KY | Oct 2013 - Aug 2014 | < 1 |
| Securities America Advisors, Inc. | Louisville, KY | Oct 2013 - Aug 2014 | < 1 |
| Custom Retirement Solutions | Louisville, KY | Oct 2013 - Aug 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 2006 |
| S65 | NASAA Investment Advisors Law Examination | Sep 2011 |
- IN
- KY
- TX
-
Total Assets Under Management463,475MILLIONS
-
Total Number of Accounts1,910,545ACCOUNTS
-
Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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